Note: Upgrades from Li=
ve Forms 6.3.9 - 6.3.12 through v7.4.x are supported but these =
versions are not available for general release.

Migrating from HSQLDB

Live Forms does not support the =
use of HSQLDB for use beyond demo/trials of the Live Forms software. If by =
mistake you continued to use the demo/trial HSQLDB database for production =
use, you will need to first migrate your data to one of Live Formssupported production databasesBEFORE=
strong> you can upgrade to later versions of Live Forms.

Please follow the instructions on this page to perform your upgrade=
.

Upgrading Live Forms

Please read the following upgrade steps prior to starting the migr=
ation. frevvo recommends that you test the upgrade process on your test server =
before performing it on your production server. Contact your frevvo Account=
Manager for information if you do not have a test environment.=

Execute <frevvo-home>\stop-frevvo.[bat,sh] for versions previo=
us to v9.x.

If you are upgrading from v7.x, you will also need to stop the Insig=
ht Server by closing the window or if you are using the tomcat bundle by ty=
ping these commands in the <frevvo-home>\solr-x.x.x directory of your=
existing installation.

bin\solr=
.cmd stop -all

Stop Live Forms and the Insight Server through the Compute=
r Management Services console if they are running as Window's services.

=

Backup the forms database from your current Live Forms installation.

Backup the current Live Forms&nbs=
p;server's installation directory so that you have a copy of all custom con=
figuration parameters.

If you are using SQL Server as your Live Forms database, it is highly r=
ecommended that you turn on the READ COMMITTED SNAPSHOT se=
tting in the database BEFORE performing the upgrade to Live Forms v9.0.x. You do not have to do this if you are using MySQL or Oracle =
databases because this option is turned on by default.=
span>

Install Upgraded Version

Download the latest v9.0.x software. The download is a zip file. E=
xtract the contents to any folder of your choice. This folder will be refer=
red to as <frevvo-home> (note that the zip already c=
ontains a top level frevvo folder).

If you increased Memory Settings =
in your previous installation, make those changes to the appropriate files =
in the new installation. Refer to Hardware and Memory Require=
ments for the details.

Navigate to the server.xm=
l file in the <frevvo-home>\tomcat\conf directory of your v9.0.x installation

Configure the Database=
and Email

Database and Email configuration is done in the <frevvo-home&gt=
;\tomcat\conf\server.xml file. The database resource name was changed to jd=
bc/sharedfrevvoDS in v7.0.When you conf=
igure your database, make the changes to the v9.0.x server.xml. Do not copy configured sections from a frevvo.xml of a previous release=
into the v9.0.x server.xml file.

Edit the frevvo-config.properties file in your prior version. This file=
is usually located in the<frevvo home>/tomcat/conf directory.

Copy the properties you added or changed.

Edit the frevvo-config.properties file in the upgraded version, and pas=
te the properties you copied from your prior version.

Save the frevvo-config.properties file.

Convert parameters to properties

This section applies only to upgrades from vers=
ions prior to 7.4.x.

Click here to expand if you are upgradi=
ng from a version prior to v7.4...

The frevvo.xml and insight.xml files are embedded in the frevvo war in v=
9.0.x. Configuring Live Forms features i=
s now done by adding properties to the <frevvo-home>\tomcat\f=
revvo-config.properties file.

The properties follow a simple property=3Dvalue syntax. The frevvo-confi=
g.properties file provided in the frevvo tomcat bundle contains default val=
ues for the following properties:

frevvo war settings for email

HTTP Proxy Configuration for licensing

Insight Settings to enable/disable Insight and the URL to the location =
of the Insight Server

SAML certificate keystore settings for the key and password

Filesystem Connector Settings for the URL to the Filesystem Connector a=
nd the metadata prefix

SharePoint Connector Settings for the URL to the connector

Context parameters, previously added to the frevvo.xml or modified in we=
b.xml and insight.xml files, must be converted to the property format. Foll=
ow the instructions below.

Examine the frevvo.xml file from your previous installation and open th=
e <frevvo-home>\tomcat\conf\frevvo-config.properties in the v9.0+ Ins=
tallation.

Add the values of any parameters that were changed in the frevvo.xml af=
ter the equal sign to the appropriate property in the frevvo-config.propert=
ies file.

Remove the # in front of any properties you are going to use.=

Compare the frevvo.users.schemaName property<=
/strong> in the frevvo.xml file from the version of Live Fo=
rms you are upgrading from to the properties in the frevvo schema name settings - needed for 6.0 upgrade only&=
nbsp;section of the frevvo-config.properties file. If they are not the same=
, follow these steps:

If the value in the parameter in the frevvo.xml file is not users, copy the value from the frevvo.xml and add it aft=
er the equal sign for the frevvo.users.schemaName property in frevvo-config.properties.=

For SQL server database migration:

Uncomment " frevvo.users.schemaName" value=3Dusers.dbo

Comment out frevvo.users.schemaName. If the value in the =
parameter in the frevvo.xml file is not users.dbo, copy the value from the =
frevvo.xml and add it after the equal sign for the frevvo=
.users.schemaName property in frevvo-config.properties.

2. Add properties for any parameters that=
you added to the frevvo.xml in your previous installation. Refer to <=
a href=3D"/d/display/frevvo90/Installation+Tasks">Installation Tasks&nb=
sp;for information about additional configuration properties that can be ad=
ded to the frevvo-config.properties file to customize Live Forms features.

3. Any parameter changes that were made t=
o the web.xml file in previous releases must be converted to properties and=
added to the frevvo-config.properties file.

Unpack the frevvo.war file from your previous installation to a tempora=
ry location of your choice: e.g. c:\tmp\frevvo-war. Change the file extensi=
on from .war to .zip if necessary.

Edit c:\tmp\frevvo\WEB-INF\web.xml.

Locate the parameters that were changed, convert them to properties and=
add them to the frevvo-config.properties file.

If you are upgrading from v7.0+ or v7.1+ and you made changes to the &l=
t;frevvo-home>/tomcat/conf/Catalina/localhost/insight.xml file, convert =
those parameters to properties and add them to the frevvo-config.properties=
file in your v9.0 installation. You can skip th=
is step if you are upgrading from a version of Live Forms previous to v7.0

Save the changes to the frevvo-config.properties file.

Verify that you do NOT have files named frev=
vo.xml or insight.xml in the <frevvo-home>\tomcat\conf\catalina\local=
host directory.

Let's say you had context parameters to default the tenant login and cus=
tomize the placeholder on the login screen in the frevvo.xml file of your p=
revious installation. The context parameters in frevvo.xml would look like =
this:

Repeat this for all custom parameters that were added to the frevvo.xml=
file of your previous installation

R=
efresh Searchable Fields

The Refresh Searchable Fields process will run automaticall=
y as part of the upgrade. If it does not, you can run it manually once the =
upgrade is complete. The process should be run after hours=
when your users are not using your forms/flows.

Sta=
rt the Insight Server

Follow the steps for your Operating system to =
start the Insight server BEFORE starting Live Forms.

Windows:

Open a command prompt. Navigate to <frevvo-home>\solr-x.x.x. Type=
bin\solr.cmd start to run the Insight server in the backg=
round, listening on the default port 8983.

You will see this message:

If you close the Insight server (Solr) startup window, the server will s=
top running. Leave the window open or see these instructions to remove e=
xisting services and set up Live Forms and =
the Insight Server to run as Windows services:

Browse http://<your server:po=
rt>/solr <=
/strong>to verify the Insight server is running. The <server:port&g=
t; default values are localhost:8983. Change localhost to the =
server name and 8983 to the port the Insight ser=
ver is running on if they are different than the defaults. Do=
not include the angle brackets <>. You will see the Insight server (=
Solr) dashboard with the current status.

Linux:

Ensure that the scripts are executable: chmod 755 <frevvo-home>/t=
omcat/bin/*.sh

Navigate to <frevvo-home>/solr-x.x.x/bin. Run this command to mak=
e the solr startup file executable:chmod +x solr

Navigate back to the solr-x.x.x directory. cd =
..

Start the Insight server by typing: bin/solr start - this sta=
rts the Insight server in the background.

Browse http:<your server:port>/solr to verify the Insight server is r=
unning. The <server:port> default values are localhost:8983. Cha=
nge localhost to the server name and 8983 to the port the Insight server is running on if they a=
re different than the defaults. Do not include the angle brackets <=
>. You will see the Insight server (Solr) dashboard with the current sta=
tus.

If you are running Live Forms<=
span style=3D"color: rgb(0,0,0);"> and the Insight Server (Solr) as Windows=
services, you must delete the existing services then reinstall them for th=
e services to run properly.

F=
ollow these steps to delete the existing Insight Server service for Windows=
Vista, 7, 8 or 10 operating systems:

L=
ogin as an administrator.

V=
erify the Insight Server service name by double clicking it in the Windows =
Services list

Typ=
e this command: If your service name has spaces in it, use quotes around th=
e service name.

Troubleshooting

It is recommended that you do not change or delete the frevvo.users.sche=
maName property in the frevvo-config.properties file after the first startu=
p of v9.0.x. If the property is changed or deleted post migration you=
may see this error:

Follow these steps to rectify the situation:

Change the property back to what it was during migration and restart.

If that does not fix the problem, delete all rows from the DATABASECHANG=
ELOG database table and then restart. Use the command: delete from DATABASE=
CHANGELOG.

If you start Live Forms before the In=
sight server, you will see this message when you browse the Live Forms login URL. Follow these steps to start the s=
ervers in the correct order:

Navigate to your <frevvo-home> directory.

Run the stop-frevvo.bat or stop-frevvo.sh file depending on your Operati=
ng system to stop Live Forms.

Browse http://<=
your server:port>/solr to verify the Insight =
server is running. The <server:port> default values are localho=
st:8983. Change localhost to your server name and 8983 to the port t=
he Insight server is running on if they are different from the defaults.Do =
not include the angle brackets <>.

Start Live Forms.

Applying a Minor Patch Up=
date

If you're applying a minor patch u=
pdate, for example, applying patch 9.0.x to your installed v9.0.0 Live Form=
s server, you can follow these simple steps instead of the more lengthy upg=
rade steps. =

If you made any configuration changes in the web.xml file, or if you ad=
ded configuration parameters to the <frevvo-home>\tomcat\conf\catalin=
a\localhost\frevvo.xml in your previous installation, we recommend th=
at the configuration context parameters be converted to properties and adde=
d to the <frevvo-home>\tomcat\conf\frevvo-config.properties file inst=
ead. This keeps all your changes in one place and makes migration to major =
new versions easier.

Apply a Patch with Tom=
cat Upgrade

If you are applying a patch release that includes an Apache Tomcat upgra=
de to your installed v9.0 Live Forms<=
/span> server, follow these modified upgrade instructions. Refer to th=
e sections above for detailed steps.

Stop Live Forms.

Backup the current Live Forms&nbs=
p;server's installation directory so that you have a copy of all custom con=
figuration parameters.

Install the Upgraded Version.

Download the latest v9.0.x software. The download is a zip file. E=
xtract the contents to any folder of your choice. This folder will be refer=
red to as <frevvo-home> (note that the zip already c=
ontains a top level frevvo folder).

If you increased Memory Settings in your previous installation, make th=
ose changes to the appropriate files in the new installation. Refer to&nbsp=
;Hardware =
and Memory Requirements for the details.

Navigate to the server.xm=
l file in the <frevvo-home>\tomcat\conf directory of your v9.0.x installation